Stephen Wershing | AICPA ENGAGE 2020

Stephen Wershing

President, The Client Driven Practice LLC
Rochester, NY

Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that consults financial advisors how to create an experience clients naturally talk about. He helps them clarify their value, build their brand, and attract more referrals. He is also known for his work with client advisory boards.
Wershing is cohost of the popular podcast Becoming Referable, www.becomingreferable.com.
Bob Veres calls Steve “the best marketing mind in financial planning.” His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself was published by McGraw Hill in 2012.
Steve has authored articles or been quoted in many trade and popular publications including Journal of Financial Planning, Financial Advisor, Investment Advisor, Investment News and USA Today.
Steve started as a registered rep 30 years ago, becoming a fee based advisor and later into a broker dealer executive. He was Chief Operating Officer of a national firm and subsequently President of a regional B/D before dedicating himself to coaching advisors full time in 2011. He is also partner in the Focused Advisor Network (www.focused-advisors.com), a platform for independent advisors to own the future.